Lindsell Train — Recent Sells
Lindsell Train · Sold and reduced positions in the Q2 '26 13F filing.
Filed July 15, 2026 · Last updated
Lindsell Train fully exited 1 positions and reduced 14 existing holdings in the Q2 '26 filing — a combined sell footprint of approximately $585.0M. Largest exit: COLGATE PALMOLIVE CO (was $852K).
Fully exited (1)
| Ticker | Company | Prev Shares | Prev Value | Prev % Portfolio |
|---|---|---|---|---|
| CL | COLGATE PALMOLIVE CO | 10000 | $852K | 0.03% |
Reduced positions (14)
| Ticker | Company | Shares Now | Value Now | % Portfolio | Change |
|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 1286845 | $459.9M | 17.49% | -24.5% |
| TKO | TKO GROUP HOLDINGS INC | 2098862 | $422.5M | 16.07% | -14.3% |
| FICO | FAIR ISAAC CORP | 226186 | $270.2M | 10.28% | -9.3% |
| TMO | THERMO FISHER SCIENTIFIC INC | 514512 | $258.0M | 9.81% | -16.6% |
| DIS | DISNEY WALT CO | 2607846 | $251.0M | 9.55% | -18.7% |
| INTU | INTUIT | 666883 | $174.1M | 6.62% | -9.1% |
| MDLZ | Mondelez International | 2565453 | $148.4M | 5.64% | -28.0% |
| PEP | PEPSICO INC | 1023706 | $138.6M | 5.27% | -19.8% |
| PYPL | PAYPAL HLDGS INC | 3162672 | $136.6M | 5.19% | -24.3% |
| EBAY | EBAY INC. | 1116001 | $124.7M | 4.74% | -42.1% |
| MANU | MANCHESTER UTD PLC NEW | 2758446 | $63.3M | 2.41% | -12.2% |
| BF-B | BROWN FORMAN CORP | 2134789 | $58.4M | 2.22% | -17.4% |
| BF-B | BROWN FORMAN CORP | 1379324 | $36.8M | 1.40% | -12.5% |
| AXP | AMERICAN EXPRESS CO | 7600 | $2.6M | 0.10% | -15.6% |